I think mixue will be more popular in Southeast Asia, maybe with the exception of Singapore and Malaysia. Many countries in Southeast Asia are with low GDP and therefore the population will be more price conscious. Affordability would be more important to the masses. This is already reflected in the number of outlets and accessibility in countries like Indonesia and Thailand. In more health conscious countries like Malaysia and Singapore where the population also are more likely to have spending power, chagee would be more popular. Personally I prefer chagee for tea but mixue has more variety and I do like its ice cream. Mixue is definitely an affordable treat whereas chargee’s price may still cause some to think twice before spending. Mixue’s strategy of reaching the masses and gaining pr
$Alphabet(GOOG)$ Trump, Tarrifs and (Global) Tension. The three big Ts, that are the most notorious for pushing down the stock market as of late. Eventhough most companies are reporting earnings within expectations, Trump's economic plan and policy changes has shaken up investors to the point where they are no longer confident in the market. The Fear and Greed Index has been brought down to extreme fear at 22. The last time we were close to these levels was August 5th 2024, and QQQ gapped down to 421. However flash forward to now, we can see the market reacted irrationally because at the same fear level, QQQ is at 500, with a previous high of 528. So now that we know the market can react irrational
As Everything FALL, This SG Company's Stock Is Soaring the Trend
$Sea Ltd(SE)$ As the threat of tariffs intensifies and the stock market continues to decline, many stocks are losing significant value. However, one company is defying this trend: SEA Limited, an e-commerce and tech-gaming company focused on Southeast Asia. SEA's stock is currently on the rise. The company reported earnings this morning before the market opened, and investors were pleased with what they had to say. So, could SEA Limited be a safe haven amidst all this uncertainty? Let’s explore that in the next few minutes. So, let’s dive into SEA Limited's Q4 results. The company, valued at around $77 billion, saw revenue increase by 37%, beating analyst expectations. Management had projected a mid-20% growth in Gross Merchandise Volume (GMV) from
$NVIDIA(NVDA)$Nvidia receives a "Strong Buy" rating upgrade, highlighting its AI dominance but faces scrutiny over potential AI chip smuggling to China. This creates a dual narrative of growth potential and regulatory risk.
$Wal-Mart(WMT)$Walmart's earnings show growth but at a slower pace. Short-term positives—like e-commerce and China—struggle to offset long-term structural pressures, including inflation, competition, and rising costs. Market expectations have turned more cautious, weighing on the stock. If external conditions worsen or internal adjustments fall short, performance could weaken further.
I believe the recent pullback in Hong Kong stocks is a healthy correction rather than the start of a downtrend. While macro risks like global uncertainty and capital outflows may cause short-term volatility, the low valuations and ongoing economic recovery in China provide a solid foundation for a rebound. If policy measures stay supportive and global sentiment improves, the market should stabilize and resume growth.
I mean.. I don't support Trump and think he constantly makes promises he won't keep.. but still, this announcement is the reason anyone ever thought Trump was bullish for crypto. I think it's entirely possible he put in a huge leveraged long before making the announcement.
Gold’s rally is fueled by rate cut expectations and strong central bank demand. While $3,000 in February seems aggressive, the uptrend remains intact. If macro conditions align, we could see $3,000 later this year![Allin]
$Tesla Motors(TSLA)$Tesla has the bigger bounce potential over Nvidia. While Nvidia dominates AI chips, its valuation is stretched, making a strong rebound harder. Tesla, on the other hand, has faced significant correction, and with improving margins, energy expansion, and Full Self-Driving advancements, it has more room for upside. Market sentiment can shift quickly, favoring Tesla’s comeback.
Bitcoin Maximalists are living in a delusion. Imagine thinking only Bitcoin matters while the rest of crypto is “garbage.” That’s like saying NVIDIA is the only stock worth a damn and everything else is useless. Innovation moves forward. DeFi, smart contracts, real-world utility—crypto is bigger than just BTC. Maxis can stay in their echo chamber, but the market doesn’t care.
$AppLovin Corporation(APP)$AppLovin is once again the target of short sellers, sparking market volatility. While some fear further downside, I see this as a potential buying opportunity.🔹 Why I’m Bullish:Strong Fundamentals: The company continues to post solid revenue growth, backed by its AI-driven ad tech platform.Market Positioning: As mobile advertising demand rises, AppLovin remains a key player in the space.Short-Term Overreaction: The sell-off may be exaggerated, creating an attractive entry point.Of course, risks remain, but I believe the long-term trajectory is still promising. What’s your take? Buying the dip or staying on the sidelines? 🚀📊
$Wal-Mart(WMT)$Walmart’s sharp drop has caught the market’s attention, raising questions about the broader retail sector. Is this just a company-specific issue, or a warning sign for consumer spending? While Walmart struggles, other retailers show resilience, highlighting a growing divergence in the market. If consumer demand is weakening, it could spell trouble beyond WMT. But if this is just a short-term reaction, could this be a buy-the-dip opportunity? What’s your take—warning sign or overreaction? 🛒📊